Performance Review Process SOP Template
Conduct fair and consistent performance evaluations
9 steps · ~27 min estimated
Steps
Step 1
Send review notification to employee and manager two weeks before the scheduled date
Step 2
Employee completes self-assessment form covering goals, achievements, and development areas
Step 3
Manager gathers 360-degree feedback from peers and cross-functional partners
Step 4
Manager drafts review document with specific performance examples and metrics
Step 5
Schedule private one-on-one review meeting in a quiet space
Step 6
Conduct review discussion covering achievements, areas for improvement, and career goals
Step 7
Collaboratively set goals and development plan for the next review period
Step 8
Document outcomes, ratings, and development plan in the HR system
Step 9
Schedule follow-up check-in meeting for 30 days later to review progress on goals
About This Template
This Performance Review Process SOP template provides a structured, step-by-step framework for your human resources team. Each step is designed to be clear enough for someone performing this process for the first time.
You can use this template as-is or customize it for your organization's specific tools and workflow. For the best results, document each step using QuickSOP's Chrome Extension — it will automatically capture screenshots and generate a visual, interactive SOP that's easier to follow than text-only instructions.
This template includes 9 steps with an estimated completion time of approximately 27 minutes. Review and update this SOP quarterly or whenever the underlying process changes.
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